Global PC shipments fall year-over-year in Q2 2026 for the first time in a prolonged growth period, according to IDC figures cited across outlets. Shipments decrease 4.9% year-over-year to 68.2 million units, ending nine straight quarters of growth. Multiple reports link the slowdown to a persistent RAM (memory) chip shortage, which limits supply and leads manufacturers to build inventory ahead of tighter conditions. Rising component costs also push PC makers to raise prices, adding pressure on demand. Storage and broader geopolitical factors are also described as additional headwinds affecting the market.

Despite the overall decline, Apple posts growth and increases its market share. Apple ships about 6.7 million Macs in Q2 2026, a 10.1% year-over-year increase, lifting its share from 8.5% to 9.9%. Outlets also report that Windows PC vendor shipments decline, including Lenovo, HP, and Dell. Lenovo remains the largest vendor by market share in one report, while Apple is identified as the standout positive in the quarter.